APRIL 3 - 5AUSTIN, TX

#PACENATIONSUMMIT2019

2019 PACENATION SUMMIT

WELCOME TOYOUR SUMMIT

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PLATINUM LEVEL

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SCHOLARSHIP SPONSOR

GOLD LEVEL

HOST COMMITTEE

Leadership for our energy futurePACENATION.ORG

COLIN BISHOPPCo-Executive Director

MIKE CENTOREDirector, Market Research

SARAH SLIFKO-CAMARRADirector, Events & Membership

DAVID GABRIELSONCo-Executive Director

GEORGE CARAGHIAURPACENation Senior Fellow

KRISTINA KLIMOVICHPACENation Fellow

S TA F F

CHRIS JONESGreater Cincinnati Energy Allliance

MICHAEL KARLOSKYMSK Resources, LLC

BALI KUMARLean & Green Michigan

MIKE LEMYREYgrene Energy Fund

BRIAN MCCARTERSustainable Real Estate Solutions, Inc.

MATT MUSTAROCleanFund Commercial PACE Capital

CARRIE O’MALLEYHirschler Fleischer

ANDREA ROESSDavid Taussig & Associates

TOBY RITTNERCouncil of Development Finance

MICHAEL BAERRI Infrastructure Bank

KEIRSTIN BECKIntegro LLC

J. CALEB BELLBricker & Eckler LLP

STEPHEN BERNARDDBRS

JOSH CAMPBELLMissouri Energy Initiative

ALEXANDRA COOLEYGreenworks Lending

ERIN DEADYErin L. Deady, P.A.

IAN FISCHERUrban Ingenuity

ABIGAIL JOHNSONAbacus Property Solutions LLC

S T E E R I N G C O M M I T T E E

JESSICA BAILEYCo-Founder & CEO, Greenworks Lending

DEBORAH BURKEProgram Associate, Sustainable Development

Rockefeller Brothers Fund

GEORGE CARAGHIAURFounder, Energy & Sustainability Services LLC

KEITH DEN HOLLANDERNational Field Director, Christian Coalition

CISCO DEVRIESChairman of the Board, PACENation

Entrepreneur in Residence, Titan Grove

JANE ELIASEnergy and Sustainability Division Manager

Sonoma County

BEAU ENGMANFounder and President, PACE Equity

ROCCO FABIANOPresident & Chief Executive Officer

Ygrene Energy Fund

LAURA FRANKEManaging Director, PFM Financial Advisors LLC

DAVID GABRIELSONCo-Executive Director, PACENation

MANSOOR GHORICo-Founder & CEO, Petros PACE Finance

DONALD GILLIGANPresident, NAESCO

ROBERT GILESChief Executive Officer, PACEfunding

ASHOK GUPTASenior Energy Economist, NRDC

ANDY HOLZHAUSERPartner, Donovan Energy

BERT HUNTERChief Investment Officer, CT Green Bank

JOHN KINNEYFounder & Executive Chairman

CleanFund Commercial PACE Capital

BRAD KNYALChief Executive Officer, Energy Efficient Equity

JEFFREY TANNENBAUMFounder, PACENation

Founder and Chairman of the Board, Titan Grove

B OA R D M E M B E R S S U M M I T C O - C H A I R S

MANSOOR GHORIPetros PACE Finance

CHARLENE HEYDINGER Texas PACE Authority

TRACK 3: RURAL PACE IN TEXAS ROOM 412

Leader: Speakers:

C-PACE in Texas has been used to fund a wide variety of projects throughout the state. In this session, learn how PACE is reaching and benefiting property owners in rural communities and how other rural economic development programs can be used to compliment PACE.

Connie Standridge, City of Corsicana, TXBilly Curb, USDA; Rebekka Dudensing, Texas A&M AgriLife Extension Service; Patrick Johnson, Frontier Bank of Texas

Hon. Cynthia Long, Williamson County, TXNatalie Campos Goodman, Incentifind; Heather Lepeska, City of Dallas; Carlton Schwab, Texas Economic Development Council

WELCOME RECEPTION

Location: Hilton, 4th Floor Governor’s Ballroom Lobby

BUFFET BREAKFAST

Location: Hilton, 4th Floor Governor’s Ballroom2APR 04

1:00pm - 7:00pm

2:00pm - 4:00pm

4:00pm - 5:30pm

5:30pm - 7:00pm

7:30am - 5:00pm

7:30am - 9:00am

9:00am - 10:15am

10:15am - 10:45am

10:45am - 11:45am

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AGENDA

SUMMIT REGISTRATION OPEN 4TH FLOOR

DIVERSITY & INCLUSION FIRESIDE CHAT AND RECEPTION ROOM 406

Leader: Speakers:

PACENation’s mission is to make PACE financing available to all, and it is paramount that our employees and partners are reflective of the vastly diverse communities we wish to reach. By integrating diversity and inclusion more fully, we will advance our ability to respond to the evolving marketplace and serve PACE market participants. Join members of PACENation’s Diversity and Inclusion Committee and other leaders in this community for a wide-ranging discussion of building diversity and equity into the core of the PACE marketplace: for customers, employees, communities, and all stakeholders.

Kimberly Lewis, U.S. Green Building CouncilJessica Bailey, Greenworks Lending; Byron DeLear, Ygrene Energy Fund;Bali Kumar, Lean & Green Michigan; Chet Love, Cornerstone Group International;Michael Yaki, CleanFund Commercial PACE Capital

PACE 101 WORKSHOP ROOM 400

Leader: Speakers:

An intensive workshop on the fundamentals of PACE. Learn how PACE works in a real time application, where it is available, who can use it, and what it can be used for. The Workshop will cover: Legislation and Administration; Financing and Capital Features and a broad review of Commercial & Residential basics.

Tommy Deavenport, Petros PACE FinanceMichael Karlosky, MSK Resources, LLC; Elyssa Rothe, Greenworks Lending; David Sykes, Chapman & Cutler LLP; James Vergara, PACEfunding; Michael Yaki, CleanFund Commercial PACE Capital

SUMMIT REGISTRATION OPEN 4TH FLOOR

PLENARY SESSION GOVERNOR’S BALLROOM

WelcomeDavid Gabrielson, Co-Executive Director, PACENationMansoor Ghori, Co-Founder & CEO, Petros PACE FinanceCharlene Heydinger, President, Texas PACE Authority; Executive Director, Keeping PACE in TX

PresentationBill Magness, President & CEO, Electric Reliability Council of Texas (ERCOT)Dub Taylor, Director, Texas State Energy Conservation Office (SECO)

NETWORKING BREAK

Erin Deady, Erin L. Deady, P.A.Lara Cottingham, City of Houston; Abby Johnson, Abacus Property Solutions;Jay Murdoch, Owens Corning; Rafael Perez, Ygrene Energy Fund

TRACK 1: RESILIENCY ROOM 406

Leader: Speakers:

Panelists will discuss preventative measures, rebuild-efforts, and the bold leaders on the forefront of recovery with flooding, earthquakes, hurricanes, and fires. 

Ethan Elser, PACE EquityRachel Davis, Petros PACE Finance; John Kinney, CleanFund Commercial PACE Capital; Sal Tarsia, CounterpointeSRE

TRACK 4: C-PACE NEW CONSTRUCTION - MEETING PUBLIC POLICY GOALS ROOM 410

Leader: Speakers:

New construction has emerged as an accelerating segment of the C-PACE market. Hear from experts that are paving the way. Learn about what surfaces when exploring PACE to fund energy improvements to new buildings and how they have been addressed in the market.

TRACK 3: PACE AS A TEXAS SIZED ECONOMIC DEVELOPMENT TOOL ROOM 412

Leader: Speakers:

Hear from PACE stakeholders in Texas: How is PACE spurring economic development in the state, and where are the most promising areas for growth?

TRACK 2: R-PACE PRACTICES FOR PROGRAM DESIGN & ADMINISTRATION ROOM 408

Leader: Speakers:

Come participate in an engaging discussion with residential PACE administrators and operators that have programs operating in multiple states. Learn about their program design and administration considerations in starting a program and adapting their programs based on market influences.

Jane Elias, Sonoma County, CACasey Daily, Western Riverside Council of Governments; Brad Knyal, Energy Efficient Equity; Mark Schmidt, PACEfunding

LUNCH GOVERNOR’S BALLROOM

Colin Bishopp, Co-Executive Director, PACENationCisco DeVries, Chairman of the Board, PACENation; Entrepreneur in Residence, Titan GroveDavid Gabrielson, Co-Executive Director, PACENationJeffrey Tannenbaum, Founder, PACENation; Founder and Chairman, Titan Grove

J. Caleb Bell, Bricker & Eckler LLPMackey Dykes, CT Green Bank; Laura Franke, PFM Financial Advisors LLC;Anna Lee, Norton Rose Fulbright US; Andrea Roess, David Taussig & Associates

TRACK 1: C-PACE PROJECT FROM START TO FINISH ROOM 406

Leader: Speakers:

In this session, dig into the details of a C-PACE project from multiple angles: origination, administration, financing, and more.

TRACK 2: R-PACE SECURITIZATIONS ROOM 408

Leader: Speakers:

This panel will discuss R-PACE securitizations from the perspectives of PACE providers, credit rating agencies, investors and financial institutions. Speakers will examine the factors affecting the future success of securitization for R-PACE assets.

James Vergara, PACEfundingFrancisco Flores, Winston & Strawn LLP; Cecil Smart, Kroll Bond Rating Agency

TRACK 4: OPPORTUNITY ZONES ROOM 410

Leader: Speakers:

Opportunity zones are a hot topic for real estate investors, developers, and local governments. How can C-PACE providers leverage the excitement in this space to improve the efficiency, renewable capacity, and resiliency of buildings within opportunity zones? Hear from PACE advocates and experts in opportunity zones and development finance.

Mike Centore, PACENationHarry Allen, Council of Development FInance Agencies; Heather Ashline, Travis County, TX

NETWORKING BREAK

10:45am - 11:45am

10:45am - 11:45am

10:45am - 11:45am

11:45am - 1:00pm

1:00pm - 2:00pm

1:00pm - 2:00pm

1:00pm - 2:00pm

1:00pm - 2:00pm

2:00pm - 2:30pm

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TRACK 3: MEASURING THE IMPACT OF PACE IN TEXAS ROOM 412

Leader: Speakers:

How has PACE impacted the state of Texas? Learn about how PACE’s positive effect on jobs, energy savings, and emissions reductions are being tracked in Texas. Hear how PACE compliments the increasing availability and use of clean energy in Texas.

Stephen Minick, Republic Services Gavin Dillingham, PhD, Houston Advanced Research Center; Hon. John Hall, Environmental Defense Fund

Brian McCarter, Sustainable Real Estate Solutions, Inc.Keirstin Beck, Integro LLC; John Lower, John Madden Company; Stu Ogilvie, Ogilvie Properties

TRACK 2: PACE MESSAGING IN THE MEDIA ROOM 408

Leader: Speakers:

Hear from PACE experts on why PACE Messaging the Media is so important to help spread the word about PACE and dispel misinformation about the efficacy of PACE. They will discuss several tactics and messaging strategies for reaching their target audience as well as pitfalls, lessons learned and struggles.

Bali Kumar, Lean & Green MichiganMike Casey, Tigercomm LLC; Keith den Hollander, Christian Coalition;Mike Lemyre, Ygrene Energy Fund; Chet Love, Cornerstone Group International

TRACK 4: C-PACE CASE STUDIES ROOM 410

Leader: Speakers:

Learn from successful C-PACE projects across the country. Hear directly from PACE administrators, developers, and capital providers, and building owners.

Chris Jones, Greater Cincinnati Energy AllianceJeff Diehl, RI Infrastructure Bank; Bracken Hendricks, Urban Ingenuity;Peter Klein, St. Paul Port Authority

Matt Mustaro, CleanFund Commercial PACE CapitalPeter Grabell, Dividend Finance; Andrew Zech, Greenworks Lending

PACENATION OUTING & COCKTAIL RECEPTION

Location: Cedar Door Patio Bar & Grill - 201 Brazos Street

TRACK 4: EMERGING MARKETS ROOM 410

Leader: Speakers:

PACE continues to expand into new markets as property owners and municipal leaders learn about PACE’s benefits. In this panel, hear from stakeholders in Texas, Pennsylvania, New York, and Europe on all aspects of implementing PACE programs in new markets.

TRACK 3: TRANSACTING IN TEXAS ROOM 412

Leader: Speakers:

C-PACE in Texas continues to grow. In this session receive a complete rundown C-PACE program in the Lone Star State from A to Z.

Peter Morgan, Winston & Strawn LLPIrene Eddy, DBRS; Greg Saunders, CleanFund Commercial PACE Capital; Sandeep Srinath, ING Capital; Jim Stanislaus, Petros PACE Finance

TRACK 1: C-PACE SECURITIZATIONS ROOM 406

Leader: Speakers:

2018 saw the completion of multiple C-PACE securitizations, and as the C-PACE market grows, more are expected. In this panel, hear perspectives from the experts in offering, structuring, and rating these deals and the unique challenges and opportunities in building a new asset class.

Tommy Deavenport, Petros PACE FinancePhill Geheb, Munsch Hardt Kopf & Harr, P.C.; Marina Badoian Kriticos, Texas PACE Authority; Andrew Meyer, Twain Financial Partners; Brently Weber, Prosperity Bank

Josh Smith, Petros PACE FinanceHolly Edinger, The Sustainable Energy Fund; Kristina Klimovich, GNE Finance;Susan Morth, Energize NY; Aaron Ordower, NYC Mayor’s Office of Sustainability

TRACK 2: R-PACE CONSUMER PROTECTIONS ROOM 408

Leader: Speakers:

Join a discussion centered on the importance of consumer protections in residential PACE, the impacts of consumer protection policies, and the policy outlook at the state and federal level.

Colin Bishopp, PACENationRyan Bartkus, Florida Development Finance Corporation; Casey Dailey, Western Riverside Council of Governments; Olivia White, Renew Financial

NETWORKING BREAK

TRACK 3: TEXAS CASE STUDIES ROOM 412

Leader: Speakers:

A panel of subject matter experts will discuss examples of how TX PACE is lowering operating costs and financing energy efficiency, water conservation and distributed generation upgrades to existing buildings across the state.

Cliff Kellogg, C-PACE AllianceLily Li, Hancock Software; Lynn Parins, Foley & Lardner LLP; Genevieve Sherman, Greenworks Lending; Jason Stringer, Wisconsin Energy Conservation Corporation

TRACK 1: C-PACE PRACTICES FOR PROGRAM DESIGN & ADMINISTRATION ROOM 406

Leader: Speakers:

Hear from PACE experts on best practices for C-PACE program design and administration, including: starting and implementing a C-PACE program, developing program guidelines, designing a program from the perspective of a platform, and meeting the diverse needs of property owners, local governments, and PACE providers.

Marina Badoian Kriticos, Texas PACE AuthorityKristene Canady, ECAS; Tim Crockett, PACE Building Efficiency & C-C Development; Rachel Davis, Petros PACE Finance; Jennifer Smith, Congregation Beth Israel

TRACK 1: PROPERTY OWNERS TELL ALL ROOM 406

Leader: Speakers:

This session will highlight the class A property owner’s perspective on why they proceeded with C-PACE financing, the impact on their tenants, and the potential issues they considered surrounding the sale of the property with a C-PACE assessment on the property. It will also include the owner’s representative perspective throughout the project development life cycle.

TRACK 2: THE IMPORTANCE OF DATA ROOM 408

Leader: Speakers:

The panel will discuss the importance of data in developing and running PACE programs: lessons learned from the ESCO industry, information needed to develop effective PACE programs, and how to best make the case for PACE with data.

Donald Gilligan, National Association of Energy Service Companies Beau Engman, PACE Equity; Matt Golden, Open Energy Efficiency;Stephanie Mah, Morningstar Credit Ratings

GRAB & GO BOX LUNCH

Location: Hilton, 4th Floor Governor’s Ballroom Lobby

2:30pm - 3:30pm

2:30pm - 3:30pm

2:30pm - 3:30pm

2:30pm - 3:30pm

3:30pm - 4:00pm

4:00pm - 5:00pm

4:00pm - 5:00pm

4:00pm - 5:00pm

TRACK 4: LENDER CONSENT - CURRENT STATE & BEST PRACTICES ROOM 410

Leader: Speakers:

The road to achieving lender consent can make or break a PACE project. Learn how market participants are making the process smoother for everyone, including mortgage lenders. Also hear about current practice involved in gaining CMBS lender consent.

SUMMIT REGISTRATION OPEN 4TH FLOOR

BUFFET BREAKFAST

Location: Hilton, 4th Floor Governor’s Ballroom

KEYNOTE ADDRESS GOVERNOR’S BALLROOM

WelcomeMansoor Ghori, Co-Founder & CEO, Petros PACE Finance

SpeakerHon. Andy Levin, U.S. House of Representatives (MI-9)

NETWORKING BREAK

4:00pm - 5:00pm

5:45pm - 7:45pm

8:30am - 11:00am

8:30am - 9:15am

9:15am - 10:30am

10:30am - 11:00am

11:00am - 12:00pm

11:00am - 12:00pm

11:00am - 12:00pm

11:00am - 12:00pm

12:00pm - 1:00pm

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1. In the App Store or Google PlayStore, download the app “WHOVA”

2. Click “Find Your Event” and search for “PACE”

3. Click “2019 PACENation Summit” and join the event

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5. If asked for an access code, enter “Summit2019”

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500 EAST 4TH ST4TH FLOORAUSTIN, TX

HILTON AUSTINAUSTIN, TEXAS

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